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boris.dobrusin
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Boris Dobrusin

Investment AdvisorBMO Nesbitt BurnsToronto, Ontario

I partner with clients to develop and execute a holistic wealth management plan to help them accomplish goals that they could not otherwise achieve on their own. By implementing industry-leading solutions to grow wealth, control risk, optimize taxation, we position your portfolio to excel in perpetually evolving market conditions.

Working in banking and finance for over 15 years has provided me with the experience necessary to navigate your financial circumstances with confidence. We can form a partnership that spans decades and extends service to generations. My credentials include the Chartered Financial Analyst (CFA) designation, the Certified Financial Planner (CFP®) accreditation, insurance license and options trading license, among others.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Investment Planning Retirement Income Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Insurance Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Certification/Additional Courses ?

CFA CFP®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Bond Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Segregated Fund Stock
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